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Dec 8, 2025 4:00 PM

FOMC On Deck, Oracle Earnings, And Value Rotation Takes the Lead

A big macro week arrives as the Fed prepares to cut, Oracle steps into the earnings spotlight, and investors rotate into value.

FOMC This Week: Cut Expected, Commentary Matters More

The market is pricing in a near-lock for a rate cut, but traders care far more about Powell's tone. A dovish cut could spark a year-end rally, while a hawkish cut, signaling slower easing ahead, could dampen enthusiasm quickly.

Investors will be watching Powell's language on future cuts, labor softness, and financial conditions to determine whether this marks the start of a sustained easing cycle or a one-and-done adjustment.

Oracle Reports Earnings: Pump or Dump?

Oracle (NYSE:ORCL) steps into ...